Article

Beyond Stocks and Bonds

Investment Managers Navigate a Complex Market

As investment managers navigate the complex market of easily accessible trading platforms and robo-advisors, they are tasked with making near-term and long-term strategic decisions. They must determine which accounts and segments to pursue, what financial products and services to offer, and how to leverage technology to support business development. To remain competitive and deliver returns for the end investors, managers are exploring and implementing several strategies to address these challenges.